How do we discover your goals? We listen.
Step one is discovering whether you like cream or sugar in your coffee. Step two is listening carefully to your short and long-term goals. From here, we’ll create a personalized roadmap to your particular future. We’ll help you understand exactly what it’s going to take to reach your goals. If you’re on the right path, great! If you’re not, we’ll help you steer a new course from the old one.
Each year we’ll check in with you to review your personal situation and determine whether any of your long-term goals have changed. Unlike a lot of wealth managers, we don’t “set it and forget it.” We believe that on the path to retirement, it’s best to have buddy to talk to along the way.